Jon,

Yes, the question on INFN becomes the obvious - what are their prospects without CenturyLink? It's 50 cents away from the downgraded PT, so how much more downside is there? I suppose your answer to the balance between those 2 questions is to sell 1/4 of your position. Funny thing that CIEN is down 3%+ on the (I'd think it'd be solid) speculation. Makes me wonder - what was it about INFN's equipment that led to the purported switch? Is their tech behind CIEN? It must be costly to make a change now, I'd think. Or did CIEN come in with a low ball offer, with the usual expectations of recouping it downstream?

INTC got downgraded to 'underperform' at...I want to say Raymond James with a $38 PT. Baird downgraded it to 'neutral', but raised PT from $20 to $28 (Yes, I know that doesn't seem to make surface sense.) But the underlying 'story' was that even thought INTC said they can meet uptick in pc demand, some analysts don't believe that. And while they've got this snazzy new optane memory, memory prices are coming down. And they cite, if not present, then eventual stiff competition in, for instance, the datacenter segment from AMD's EPYC chips (Amd doesn't have the bulk of chips to meet demand yet, the article said.)  Bummer.

OTOH, Nvidia is reaching new all-time highs, as is ISRG. And Abbott Labs (ABT) - the good news keeps increasing - beat out a competitor on another medical device. I still think they have room to run with the stent heart clips that a recent study found without doubt cures mitral valve prolapse in most cases, and changes the practice of surgical cardiology. (You don't need any open-heart to do it - you can cather it through the blood vessel system from the outside). $30k a pop for a clip. Kind of like $30k/pop for an upgraded paper clip. What are the margins on that, lol?